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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,063 | $202,342+32.5% | $172,753+55.2% | $152,909+75.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.26% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $2,230 | $5,857-61.9% | $5,144-56.6% | $4,764-53.2% |
| Participant deferral / active EE | $5,600 | $5,948-5.9% | $5,198+7.7% | $5,851-4.3% |
| Admin fee / account holder | $34,346 | $17,112+100.7% | $13,956+146.1% | $11,601+196.1% |